Version 2022, Build 22.1.7.647, includes a change to the Reindex Files window allowing users to select individual Email Attachment (CMARC*) files to reindex.  This change will shorten the amount of time it takes to reindex when you only need to reindex one file.

Taskbill exports billed fee and cost transactions from Tabs3 Billing in an electronic format. Exported data can then be sent to companies that require electronic billing in a specific format. Using Taskbill can be challenging due to the increasing number of formats and configuration options available. To help make this process easier, the following resources are available:

• New Video – eBilling Using Tabs3 and Taskbill walks users through the basics of configuring and exporting statements using Taskbill.
• Knowledge Base Article R11737, “Configuring and Using Taskbill,” is a one stop shop for Taskbill configuration and export instructions.
• Knowledge Base Article R11769, “LEDES 1998B Subformat Information for Taskbill,” breaks down the most commonly used eBilling format (LEDES 1998B) with details for where field information is pulled from and how the export file will look.

You asked for drill-down capabilities on the Tabs3 Billing Dashboard, and we’ve added them!

In the Platinum version, clicking a bar or total in the Accounts Receivable and Work-in-Process widgets will open a window with a list of clients that make up that total. Additionally, the amounts are broken down to show each client’s fees, expenses, advances, and more. Clicking on a client from that list will then open a Client Manager window for that client.

This new feature was added in Platinum Version 20.1.3.302, which was posted on October 17, 2019.

NetDocuments is out of Pre-Release! NetDocuments integrates with PracticeMaster without requiring NDLink or an ODBC driver! Check out these great integration features:

• Clients added or modified in PracticeMaster, Tabs3, or Trust Accounting are automatically synchronized to NetDocuments.
• Performing a conflict of interest search in PracticeMaster can optionally include your NetDocuments repository.
• Documents assigned to a client in NetDocuments can be accessed from the PracticeMaster Matter Manager and Client windows.

Download Version 19.1.12 to get all of the new NetDocuments features.

For more information on how NetDocuments integrates with PracticeMaster, see KB Article R11786, “NetDocuments Integration.”

We have been working hard over the last couple of months to add new training and promotional videos to the Tabs3 website (Tabs3.com/videos) that showcase Version 19 and a variety of new features. Some of the more notable videos include the Tabs3 Billing Basics, PracticeMaster Overview, and Platinum Overview (listed below). Our goal is to continue adding new content and to update the existing Version 18 videos every chance we get, so be sure to stay tuned for more exciting videos to come!

• Tabs3 Billing Basics
• PracticeMaster Overview
• Platinum Overview

We would also love your feedback on what videos you think would benefit your clients’ experience with Tabs3 Software! If you have suggestions for new videos, don’t hesitate to email us at [email protected].

Make sure you and your clients install the latest update! The following enhancements were posted with Version 19.1.10.1180:

Platinum

• Tabs3
  • Added the ability to print Historic Detail and Summary Accounts Receivable Reports.
• Tabs3 and PracticeMaster
  • The Data File Integrity Check is now accelerated on Platinum systems.

All Programs

• The Data File Integrity Check window has been updated to provide easy access to the last completed check. Additionally, access to prior DFIC logs has been added to the Support Log.

Tabs3

• The Transaction File List and Task Code Billing Reports now have a Statement Comments check box. By clearing this check box, you can run these reports without including Statement Comments.

For details on these great new features, take a look at KB Article R11744, “Introduction to Version 19 Features.”

Your clients will love these new features! The following enhancements were posted with Version 19.1.9.1136:

 PracticeMaster

• Added the option to change the Client ID assigned to work-in-process Fee and Cost records.
  • When changing the Client ID, you have the option to update the Rate based on the selected client, automatically recalculating the Amount of the transaction.
  • The Change Client ID function can be accessed from the Take Actions group of the Quick Clicks pane, the Edit | Action menu, or from the right-click menu.
  • Changing the Client ID assigned to Journal records that have been converted to fees will also allow you to update the linked Fee records.
  • Multiple records can be reassigned at one time.
• Added the option to replicate Fee and Cost records, creating a duplicate of that transaction.
  • When selecting which client the transaction will be assigned to, you have the option to update the Rate based on the selected client, automatically recalculating the Amount of the transaction.
  • The Replicate function can be accessed from the Take Actions group of the Quick Clicks pane, the Edit | Action menu, or from the right-click menu.

For more information on new features, check out KB Article R11744, “Introduction to Version 19 Features.”

Make sure your clients are updating their software regularly. The following enhancements were made and posted with Version 19.1.8.931:

 Tabs3 and PracticeMaster

• The Recap of Hours has been updated as follows:
  • Navigation arrows have been moved and will always be visible.
  • When selecting Week:
    • A calendar week (Sun through Sat) will always be shown.
    • On each day, the hours value is now always shown in the graph.
    • For each day the month/day is now also shown above the day of the week.
  • When entering fees in Tabs3, the Recap of Hours button will open the recap of hours for the current timekeeper instead of the default timekeeper to match how it worked in Version 18.

PracticeMaster

• The Alarm Notification window has been updated as follows:
  • The Location field is now shown so that you can easily see where you need to go without opening the record.
  • For events, the End Time is now included so that you can see at a glance how long the event is set to last.
  • You can now eNotify the record to attendees, or anyone, using the eNotify button on the toolbar or the right-click menu.
  • The right-click menu now has an option to Delete the linked calendar record.
  • The Type field has been removed.
• Fujitsu updated their software for newer ScanSnap models to ScanSnap Home. The ScanSnap Plug-in can now integrate with either the ScanSnap Manager or the ScanSnap Home software.

To take a look at these new features, check out KB Article R11744, “Introduction to Version 19 Features.”